LCTO Holdings: Kurv U.S. Large Cap TaxOptimized Top Holdings
BATS: LCTOKurv Investment Management LLCDerivative IncomeETFUSD
At close: Oct 5, 12:49 PM ET · Delayed 15 min
LCTO portfolio concentration
The Kurv U.S. Large Cap TaxOptimized ETF (LCTO) reports 7 holdings. Its biggest position is iShares Core S&P 500 ETF (IVV) at 41.60% of assets. The top 10 holdings account for 93.5% of the portfolio, a concentrated portfolio where a handful of companies drive returns.
7 positions carry a weight of 1% or more. Based on the weights listed, LCTO behaves like an equal-weighted fund of about 4 stocks (the inverse Herfindahl index), a measure of how diversified it really is. Holdings and weights change over time as the fund rebalances and as share prices move.
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Summary generated from market data by MetaCap's automated system. Methodology
LCTO holdings by weight
| # | Holding | Weight |
|---|---|---|
| 1 | IVViShares Core S&P 500 ETF | 41.60% |
| 2 | SMMUPIMCO Short Term Municipal Bond Actv ETF | 16.93% |
| 3 | HYMBStt Strt® SPDR® Nuveen ICE HY Muncpl ETF | 15.74% |
| 4 | HYDVanEck High Yield Muni ETF | 7.91% |
| 5 | MUNIPIMCO Intermediate Municipal Bd Actv ETF | 5.46% |
| 6 | MUBiShares National Muni Bond ETF | 3.59% |
| 7 | MINOPIMCO Muncpl Income Oppos Act Ex-Trd | 2.30% |